AVP, Treasures Investment Counsellor, Consumer Banking Group
Job details
Business Function DBS Treasures is a leading wealth management platform in Singapore, uniquely positioned to cater to the diverse requirements of both Onshore and Offshore affluent clientele. Our comprehensive offerings provide clients with a seamless and all-encompassing banking experience, complemented by an extensive array of wealth management solutions, spanning from investments to legacy planning. Our Treasures clients have access to personalised advice and support from proficient relationship managers, seasoned investment counsellors, specialised bancassurance professionals and dedicated assistant relationship managers. The DBS Treasures Singapore organisation, which is part of Consumer Banking Group - Singapore, is committed to helping our clients navigate the ever-evolving financial landscape to achieve their individual financial goals and aspirations. Responsibilities:
- To be the resident expert in wealth products and solutions offered in the in-country Treasures platform in the areas of: Portfolio advisory, Asset Allocation model, Unit Trusts, FX, Fixed Income, Equities and other Derivatives, to provide a holistic view of the entire investment landscape.
- To conduct regular coaching, training and market/product briefings to Treasures Wealth Managers to enhance their functional competencies & professionalism, raise the level of proficiency and technical expertise, in the course of interacting with customers.
- Execute trades for clients.
- To participate in joint calls with Treasures Relationship and Wealth Managers to clients with the aim of providing a holistic view of the entire investment landscape including performing asset allocation, product solution and market outlooks.
- To work in partnership with Treasures Relationship and Wealth Managers and Business Managers to achieve/exceed cluster targets for sales and revenue of wealth products and solutions.
- To provide regular and timely feedback to Treasures product solution team, on customer acceptability on new investment products, services and sales issues.
- To have a keen understanding and full awareness of, and adherence to, in-country regulatory framework, rules of engagement in the sales and marketing of investment.
- Degree holder with min 5 years of financial services industry experience with strong knowledge of Unit Trusts
- Sound knowledge of banking and investment products & services and procedures
- Knowledge of financial market trends, including but not limited to equities, currencies, commodities, fixed income, FX
- Solid knowledge of compliance and regulatory requirements as well as exposure to multicultural issues
- Possess Presentation and Training skills
- Self-motivated team players with excellent service aptitude who would enjoy in a fast-paced service focused environment
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